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Berenberg Cuts Novo Nordisk as Lilly Takes the Oral Market

This article first appeared on GuruFocus. Novo Nordisk (NYSE:NVO), the Danish drugmaker behind Wegovy and Ozempic, fell 2.23% intraday after Berenberg downgraded the stock to Hold from Buy, cutting its Copenhagen target to DKK 305 from DKK 325 and its ADR target to $47 from $50. Analyst Kerry Holford argues that the Wegovy pill upside her Buy rating was built on has already played out. Warning! GuruFocus has detected 3 Warning Sign with NVO. Is NVO fairly valued? Test your thesis with our free DCF calculator. Berenberg and broader consensus now model around DKK 15 billion of Wegovy pill sales

DowngradeEarningsPharma

Published

12 Aug 2026 17:29

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European Equities Traded in the US as American Depositary Receipts Edge Lower in Wednesday Trading

European equities traded in the US as American depositary receipts were edging lower late Wednesday PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in

Published

12 Aug 2026 15:11

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Novo Nordisk Dips 4% in a Month: How Should Investors Play the Stock?

Novo Nordisk NVO stock has declined 4% over the past month, with the company's second-quarter 2026 results emerging as the primary factor behind the recent weakness. Although NVO beat earnings and revenue estimates, investors remained concerned about underlying growth trends in its core obesity franchise. Notably, sales of injectable Wegovy for obesity were flat year over year in the second quarter, reflecting intensifying competition from rival Eli Lilly's LLY Zepbound injection and raising concerns about Novo Nordisk's ability to sustain momentum in the highly competitive GLP-1 market. Novo

DiabetesEarningsFourth QuarterGuidanceObesityPharma

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12 Aug 2026 15:10

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Will Pfizer's Non-COVID Portfolio Drive Its Next Phase of Growth?

Pfizer's PFE business mix has changed significantly over the past few years. During the pandemic, the company became heavily dependent on COVID-19 products, Comirnaty (COVID-19 vaccine) and Paxlovid (oral antiviral). However, the company is gradually diversifying its portfolio through a combination of internal product launches, strategic acquisitions and the continued growth of several established brands. Pfizer's non-COVID portfolio is increasingly becoming the company's primary engine of growth, helping offset the sharp decline in Comirnaty and Paxlovid revenues. The latest second-quarter 20

EarningsGuidanceObesityOncologyPharmaRevenue Growth

Published

12 Aug 2026 15:03

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Eli Lilly Scores Major Win in Weight-Loss Drug Race

This article first appeared on GuruFocus. Eli Lilly (NYSE:LLY) has secured U.K. approval for its once-daily weight-loss pill Foundayo, giving the drugmaker its first regulatory win for the treatment outside the U.S. and escalating its obesity battle with Novo Nordisk. The approval expands Lilly's opportunity beyond injectable drugs such as Zepbound while giving patients a potentially simpler oral option in one of the pharmaceutical industry's fastest-growing markets. Warning! GuruFocus has detected 6 Warning Signs with INTC. Is LLY fairly valued? Test your thesis with our free DCF calculator.

Fda ApprovalObesityPharmaRegulation

Published

11 Aug 2026 19:07

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European Equities Traded in the US as American Depositary Receipts Rise in Tuesday Trading

European equities traded in the US as American depositary receipts were tracking higher late Tuesday PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in

Published

11 Aug 2026 15:26

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Lilly Takes Its Weight-Loss Pill Battle Overseas

This article first appeared on GuruFocus. Eli Lilly and Co. (LLY, Financials), the developer of Foundayo and Zepbound, has received U.K. approval for Foundayo, the first approval for the weight-loss medication outside of the U.S. The The strategy pits Lilly directly against Novo Nordisk's Wegovy tablet in one of Europe's biggest drug marketplaces.Foundayo will initially be provided by private prescription. Availability will be wider via the U.K.'s National Health Service, subject to a review of cost efficiency.Lilly is banking on convenience to help it catch up with Novo. You can take Foundayo

Fda ApprovalHealthcarePharmaUK Approval

Published

11 Aug 2026 15:12

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Eli Lilly and Company (LLY) vs. Novo Nordisk A/S (NVO): Is Lilly Pulling Ahead in the $100 Billion Obesity Market?

The duopoly dominating the multi-billion-dollar GLP-1 weight-loss market has moved from pharmacy shelves to the federal courtroom. Novo Nordisk A/S (NYSE:NVO) filed a lawsuit in U.S. District Court in New Jersey against Eli Lilly and Company (NYSE:LLY) on July 21, accusing its primary rival of false advertising and unfair competition regarding television and digital campaigns for Zepbound and Mounjaro. While both pharmaceutical giants continue to deliver massive top-line growth, a look at their underlying fundamentals shows that one company is clearly pulling ahead in execution, clinical trial

Clinical TrialsFinancial ResultsLawsuitNet IncomeObesity TreatmentPharma

Published

11 Aug 2026 12:44

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Cloud AI Today - Novo Nordisk Partners With AWS For AI-Driven Drug Discovery

Novo Nordisk has entered a strategic partnership with Amazon Web Services (AWS) to enhance drug discovery using artificial intelligence and cloud technologies. This collaboration includes establishing a co-innovation hub in London, which brings together AWS engineers, AI specialists, and Novo Nordisk's research and development teams to streamline the process of bringing new medicines to market. As part of this agreement, AWS becomes Novo Nordisk's preferred cloud provider and strategic AI partner, leveraging AWS's AI technologies to compress timelines from drug target identification to clinica

AICloudEarnings

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11 Aug 2026 12:38

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Eli Lilly vs. Novo Nordisk: Which Company Is Better Positioned for America’s New Drug Manufacturing Policies?

For years, investors have viewed Eli Lilly (NYSE:LLY) and Novo Nordisk (NYSE:NVO) through one lens: the race to dominate the booming obesity-drug market. But Washington is beginning to shift the conversation. With the U.S. government pushing pharmaceutical companies to manufacture more medicines domestically and reduce dependence on overseas supply chains, manufacturing has become more of a competitive advantage than an operational consideration. That shift creates a new question for investors. If domestic manufacturing becomes a larger determinant of pricing, regulatory flexibility, and suppl

FdaManufacturingObesity DrugsPharmaRevenue GrowthShareholder

Published

10 Aug 2026 22:21

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Eli Lilly vs. Novo Nordisk: Has GLP-1 Manufacturing Become the New Competitive Moat?

The obesity-drug market has largely been viewed as a race between clinical innovation and commercial execution. Investors have spent the past three years comparing prescription growth, market share, and pipeline candidates as Eli Lilly (NYSE:LLY) and Novo Nordisk (NYSE:NVO) compete for dominance in one of healthcare's fastest-growing markets. Yet another competitive advantage for investors to keep in mind is manufacturing. During the early stages of the GLP-1 boom, demand consistently exceeded supply. Shortages of Wegovy, Ozempic, Mounjaro, and Zepbound demonstrated that developing a breakthro

ManufacturingObesity MarketPharma

Published

10 Aug 2026 21:39

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Hims Stock Falls on Earnings. Why a Guidance Hike Isn’t Enough.

Hims faces restructuring charges as it shifts its U.S. weight-loss business away from compounded GLP-1 medications. Continue Reading

HealthcareRestructuring

Published

10 Aug 2026 21:12

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European Stocks Close Mixed in Monday Trading as Investors Monitor Middle East War Developments

The European stock markets closed mixed in Monday trading as investors continue to gauge development PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in

Published

10 Aug 2026 15:38

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This Biotech’s Drug Could Treat Hot Flashes. The Stock Is Up 36% on Good News.

New data show a single dose of AbCellera’s menopause treatment, ABCL635, reduces how often patients with menopause experience hot flashes. Continue Reading

Published

10 Aug 2026 14:12

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Pfizer Rises Almost 7% Post Q2 Results: How to Play the Stock

Pfizer PFE stock has risen 6.9% since it announced second-quarter 2026 results on Aug. 4. Pfizer delivered a solid second quarter, beating estimates for both earnings and revenues. While earnings growth was flat year over year, revenues rose 1% on an operational basis. Strength in non-COVID products continued to offset declining sales of its COVID products, Comirnaty (COVID-19 vaccine - in partnership with BioNTech [BNTX]) and Paxlovid (oral antiviral). Excluding sales from BioNTech-partnered Comirnaty and Paxlovid, revenues increased 5% operationally. Pfizer also raised the lower end of its 2

EarningsEarnings GrowthEarnings Per ShareObesityOncologyPatent Cliff

Published

10 Aug 2026 13:17

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Veru Reports Fiscal 2026 Third Quarter Financial Results and Phase 2b PLATEAU Clinical Trial Progress

Veru Inc. -- Phase 2b PLATEAU clinical trial of enobosarm and semaglutide combination for high quality weight loss is fully enrolled with 239 patients – -- Phase 2b PLATEAU clinical trial interim analysis and results on track for calendar Q1 2027-- -- In June 2026 Company announced a clinical supply agreement with Novo Nordisk for its Phase 2b PLATEAU clinical trial -- -- In August 2026 Company announced USPTO notice of allowance for key U.S. patent for enobosarm and semaglutide; when issued, U.S. patent protection until at least October 2044 -- -- Company to host conference call and webcast t

BiopharmaceuticalsClinical TrialsFinancial ResultsFourth QuarterObesityOperating Income

Published

10 Aug 2026 10:30

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Update: Scholar Rock Holding Says Apitegromab BLA Review Stays on Track for September 30 PDUFA Date

(Updates with day of announcement in first paragraph, Novo Nordisk's affiliation in the second paragraph, and latest stock moves in the fourth paragraph.)Scholar Rock Holding (SRRK) said Friday that the FDA review of its apitegromab Biologics License Application for spinal Silver Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now

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Published

10 Aug 2026 09:19

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Nvidia, Eli Lilly, and Disney Show It’s Time to Back the Top Dogs

Investors are still skittish enough that they only want to buy proven winners, so backing the favorite is a smart strategy right now. Continue Reading

Published

10 Aug 2026 05:00

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Ozempic For $50 a Month? Amazon Pharmacy Rolls Out Cheap Weight-Loss Drugs for Medicare Patients

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Amazon.com Inc.'s Amazon Pharmacy will offer eligible Medicare beneficiaries weight-loss drugs for $50 per month through a new federal program aimed at expanding access. The company announced on Thursday that the service would automate eligibility checks, prior authorizations, and billing, while providing home delivery and in-store pickup to streamline access. Amazon Pharmacy will begin enrollment for eligible patients after they add their insurance and Medicare information and their clinician

Digital HealthcarePharmacyReal EstateWeight Loss

Published

10 Aug 2026 01:31

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Novo Nordisk (CPSE:NOVO B) Wins Dutch Injunction Over Compounded Semaglutide Spray

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Novo Nordisk (CPSE:NOVO B) secured a Dutch court injunction against Ceban Ziekenhuisfarmacie over an unapproved compounded semaglutide nasal spray. The ruling blocks production and distribution of the compounded nasal spray in the Netherlands for infringing Novo Nordisk's semaglutide patent. The decision reinforces Novo Nordisk's intellectual property position around Wegovy, Ozempic and Rybelsus and limits non approved competitor versions. Patent enforcement around key obesity and

Balance SheetHealthcarePatent EnforcementPharmaShare Price

Published

08 Aug 2026 23:10

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Scholar Rock Announces FDA Review of Apitegromab Biologics License Application (BLA) for Spinal Muscular Atrophy (SMA) to Progress with Second Fill-Finish Facility; Approval Decision Anticipated by September 30, 2026 Action Date

Today, August 7, 2026, Scholar Rock received customer notification from Catalent Indiana LLC (part of Novo Nordisk) that FDA classified the April 2026 site inspection of Catalent Indiana fill-finish facility as Official Action Indicated (OAI) Scholar Rock continuing to collaborate closely with FDA and under their guidance, will remove Catalent Indiana fill-finish facility from apitegromab BLA FDA review of second fill-finish facility progressing; Data package for FDA review of second fill-finish facility, as agreed to during March 2026 Type C meeting, has been submitted in advance of agreed up

BiotechClinical TrialsFda ApprovalPress ReleasesRare DiseasesSpinal Muscular Atrophy

Published

07 Aug 2026 20:20

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Novo Nordisk Stock Rises After GLP-1 Antitrust Win

This article first appeared on GuruFocus. Novo Nordisk (NYSE:NVO), the Danish pharmaceutical giant behind Ozempic and Wegovy, edged nearly 2% higher during Friday's U.S. regular session after a federal judge threw out an antitrust lawsuit against Novo and Eli Lilly (NYSE:LLY). According to Reuters, the case was filed by Strive Specialties, which claimed the drugmakers unfairly limited access to compounded GLP-1 weight-loss drugs through exclusive telehealth partnerships. Warning! GuruFocus has detected 4 Warning Sign with NVO. Is NVO fairly valued? Test your thesis with our free DCF calculator

AntitrustLawsuitObesity DrugsPharma

Published

07 Aug 2026 19:52

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